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    Steve Dechert • KeyBanc Capital Markets

    Steve Dechert's questions to LifeStance Health Group Inc (LFST) leadership

    Steve Dechert's questions to LifeStance Health Group Inc (LFST) leadership • Q2 2025

    Question

    Steve Dechert of KeyBanc Capital Markets asked about the timeline for realizing cost benefits from new AI tools and requested an update on the company's new EHR selection process.

    Answer

    CEO David Bourdon explained that AI tools for revenue cycle and scheduling are already contributing to efficiency and quality, driving long-term operating leverage rather than immediate, large cost reductions. He noted that the AI for clinician documentation is primarily aimed at improving satisfaction. He added that a decision on a new EHR is expected in the second half of 2025.

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    Steve Dechert's questions to Certara Inc (CERT) leadership

    Steve Dechert's questions to Certara Inc (CERT) leadership • Q2 2025

    Question

    Steve Dechert of KeyBanc Capital Markets asked for specific reasons behind the slowdown in Tier 1 software renewals and inquired about the profitability profile of the QSP business relative to Certara's other offerings.

    Answer

    CFO John Gallagher attributed the Tier 1 software issue to the quarterly lumpiness of bookings and expressed high confidence in second-half renewals. Regarding QSP, he noted it is currently a services business with a typical services profitability profile and mentioned the upcoming launch of Certara IQ, a software product for QSP.

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    Steve Dechert's questions to LifeMD Inc (LFMD) leadership

    Steve Dechert's questions to LifeMD Inc (LFMD) leadership • Q2 2025

    Question

    Steve Dechert of KeyBanc Capital Markets questioned the company's refund policy, the reasons for a higher refund rate in the quarter, and whether LifeMD still facilitates prescriptions for personalized (compounded) GLP-1s.

    Answer

    CEO Justin Schreiber described the refund policy as 'extremely liberal,' offering full refunds to patients who cannot access or afford therapy. He attributed the higher rate to the high cost of branded GLP-1s, which leads some patients without insurance to seek cheaper alternatives. He confirmed that providers can still prescribe personalized GLP-1s to third-party pharmacies when clinically appropriate.

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